Alena Kosava, CFA, CAIA, Chartered Wealth Manager

Head of Investment Research at AJ Bell
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Contact Information
us****@****om
(386) 825-5501
Location
UK
Languages
  • English Native or bilingual proficiency
  • Russian Native or bilingual proficiency

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5.0

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Clive Bullock

It's been almost eight years within the Tilney Group that Alena has produced the excellent and detailed analysis that we all rely on to explain to clients and their portfolios. She can be highly technical if needed in the right situation, which I know is appreciated by some. But for a vast majority of my clients the ability to put across her knowledge in an easily understandable way is most welcome. Looking back it can be easily seen where she had identified concerns long before others, such as within the Woodford Funds, which ultimately saved clients £millions. Her friendly and approachable manner has always been apparent at meetings, whether it was at small ones or at the large events she hosted.

Mark Ommanney

My role in Business Development means that I am dealing with IFAs, both in the UK and in various countries in S E Asia, the Middle East and in Europe. I am frequently asked technical questions by them relating to investments and investment management and it is important that I get back to them quickly and with an answer that is easily understandable by them as well as their clients – they are not investment professionals. I know that I can approach Alena on such subjects and not only will she provide a reply very promptly, but in a manner that is easily understandable and explainable to a layman. She is also very happy to discuss the question and answer in person and in detail so as to ensure I fully understand it! She is a tremendous asset to the Tilney Central Investment Team and has been of enormous help to the Business Development Team. Mark Ommanney Director, Business Development Tilney

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Credentials

  • CFA ESG
    CFA Institute
    Jul, 2022
    - Nov, 2024
  • SMCR
    Financial Conduct Authority
    Mar, 2021
    - Nov, 2024
  • CAIA Association
    CAIA Association
    Nov, 2019
    - Nov, 2024
  • Certified Chartered Wealth Manager
    The Chartered Institute for Securities & Investment (The CISI)
    Jul, 2015
    - Nov, 2024
  • Chartered Financial Analyst (CFA) Program - CFA Charterholder
    CFA Institute
    Aug, 2014
    - Nov, 2024
  • Investment Management Certificate (IMC)
    CFA Society of the UK

Experience

    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Head of Investment Research
      • Jun 2022 - Present

Education

  • CFA Institute
    ESG Charter
    2022 - 2022
  • CAIA Association
    CAIA Charter - Chartered Alternative Investment Analyst
  • CFA Institute
    Chartered Financial Analyst (CFA) Program - CFA Charterholder
  • Chartered Wealth Manager Qualification - Level 7 (PCIAM)
    Chartered Institute for Securities & Investment
  • Westminster Business School
    MSc, Investment & Quant Finance (distinction)
  • Westminster Business School
    BA(Hons), Business & Finance (1st)

Community

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